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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,268 | $254,759-15.1% | $216,567-0.1% | $198,609+8.9% |
| Participation rate | 90.9% | 84.5%+6.4pp | 81.6%+9.3pp | 82.4%+8.5pp |
| Annual return | 26.32% | 10.04%+16.3pp | 12.94%+13.4pp | 202.70%-176.4pp |
| Employer contribution / active EE | $24,262 | $6,096+298.0% | $5,216+365.2% | $5,055+379.9% |
| Participant deferral / active EE | $17,157 | $6,948+146.9% | $6,191+177.2% | $6,977+145.9% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |